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Title 8: Medicaid Page 10 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Attribution of Resources Revised July 10, 2026 Calculating the Amount to Attribute to the…

1. Mrs. B enters a facility in January 2006. Mr. B remains at home. The Bs file an application for medical assistance for Mrs. B in March 2006. An attribution of resources is completed. The worker totals all of the household resources as of January 1, 2006, and subtracts the community spouse resource allowance assigned in the attribution process. The remaining resources continue to exceed the resource limit. The worker issues an NOD denying the application in April 2006. Mrs. B files an appeal regarding the NOD. A hearing is granted. Since Mrs. B entered the facility before February 8, 2006, only Mr. B’s income is used when the Bs provide a quote for the cost of an annuity to set aside additional resources for Mr. B. 2. Mr. C enters a facility on April 19, and files an application on April 21. Mr. C has a community spouse, Mrs. C. The Cs have combined total resources that are counted in the attribution, in the amount of $35,400. $32,532 was attributed to Mrs. C and that left $2,868 for Mr. C. Mr. C has $1,410 Social Security and $1,500 pension with a total income of $2,910. Mr. C has Medicare and a Medicare supplement with a monthly premium of $150. Mr. C has total unmet medical deductions in the amount of $352.90 ($202.90 Medicare premium + $150 Medicare supplement = $352.90). Mrs. C has $2,100 Social Security. The April application was denied since Mr. C’s resources exceed the $2,000 resource limit. Mr. C appealed the attribution and the denial. Since Mr. C became institutionalized after February 8, 2006, Mrs. C’s income, plus the income that will be made available from Mr. C is used when determining the shortfall of income between the MMMNA and Mrs. C’s available income for the attribution process.